Jordi Visser: Yeah, because there's two parts of AI. I get asked this question a lot, and everyone focuses on the one side, and that's because everyone tries to make money on things. So clearly, if Bitcoin was the way people think about it, it hasn't performed as well in the last year as Micron or as most semiconductor stocks. So how can it be an AI thing? But that's because people get caught in this short-term phenomena of making money, and then they go, well, that must be what it is. When we get five years from now, If what I envision happening happens, what I just gave you as numbers, imagine if you had all of your money invested in these interest rate sensitive sectors and you were down over five years while inflation during that period has probably compounded at 30, 40 percent. So you've been debased because you invested in the wrong thing. What has happened in the S&P 500 this year is pretty astonishing. We're growing at close to 30 percent year over year earnings. But the S&P is not up 30%. It's barely up 13 as of yesterday, 14.
So clearly, if Bitcoin was the way people think about it, it hasn't performed as well in the last year as Micron or as most semiconductor stocks.